• Gears Icon

    Strategically Plan for the Future

  • Scale Balance Icon

    Measure Your Business’ Performance

  • User Group Icon

    Receive Realistic Insight to Financial Possibilities

  • Gear Inside Head Icon

    Gain Greater Intelligence for Decision Making

Financial Modeling Consulting Services

Would you like to foresee the financial future of your small business before it happens? Working with Small Business Financial Intelligence is like having a personal consultant who builds custom financial models to forecast your company's financial performance and project outcomes.

The better you understand current and future financial possibilities, the more informed business decisions you can make. Let’s work together to help your business achieve its goals and reach its financial potential.

Meet Michael Dorsey

With over 30 years of financial analysis experience, Michael Dorsey is your partner for plotting your company’s economic future. Michael is here to help you understand and process your company’s financial models, offering customized, one-on-one consulting to set you up for success.

  • Knows Your Business’s True Value
  • Honest & Reliable Evaluations
  • Over 30 Years of Financial Analysis Experience
  • Helps You Plan for the Future

Our Financial Modeling Process

Initial Meeting

Get answers to all your questions when it comes to our financial modeling services! We’re here to help you understand exactly how our electronic spreadsheets are modeled based on your financial situation and future goals.

Discovery Discussion

We’ll review all aspects of your company to create an accurate financial model tailored to your business. From analyzing your current financial situation to assessing all your future objectives and goals, no stone is unturned.

Further Discovery

We’ll conduct weekly meetings with you to sift through your company’s financial data and operations. All business drivers are uncovered and reviewed based on how you see your business currently and in the future. Primary and secondary drivers are owner determined and installed in the model as levers.

Model Delivery

The iterative and collaborative discovery discussions that identified all primary and secondary drivers will culminate in a final meeting where the delivery, explanation, and documentation of a customized Decision Tool will take place. The levers can be pulled to model infinite current and future business scenarios, thereby improving business decision making.

Double Quote Icon

What Our Clients Say

Financial Tips & Topics

Scenario Planning Made Simple: Using Financial Models to Test Business Strategies

Looking to discover how financial modeling simplifies scenario planning for small businesses? Read on to learn how financial modeling can help you test strategies, prepare for market shifts, and make data-driven decisions with confidence.
read more

What Is Financial Modeling & Why Is It Essential for Businesses?

Ready to discover how financial modeling can transform your small business? Read on to learn the key components, decision-making benefits, and profitability strategies behind robust financial forecasting and unlock your business’s financial potential!

read more